Global Investing

THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS

July 9, 2016

THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS

Jason Zweig, “The Intelligent Investor” Columnist at The Wall Street Journal recently headlined his column: “The More It Hurts, The More You Make.

Watch the related WEALTHTRACK episode.

CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO

April 8, 2016

SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS

    • American Funds New World (NEWFX)

NEWFX Chart

NEWFX data by YCharts

 

  • Harding Loevner Emerging Markets (HLEMX)

 

HLEMX Chart

HLEMX data by YCharts

 

  • Vanguard Emerging Markets Stock (VEIEX)

 

VEIEX Chart

VEIEX data by YCharts

Watch the related WEALTHTRACK episode.

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

January 15, 2016

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

  • BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception)
  • Equity-like returns: Upside Capture: 70%
  • Less than market risk: Downside Capture: 43%

Watch the related WEALTHTRACK episode.

IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER

December 11, 2015

IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER

TOP-RANKED CHINA FUNDS

  • MATTHEWS CHINA FUND
    Inception 1998
  • MATTHEWS CHINA DIVIDEND FUND
    Inception 2009
  • MATTHEWS CHINA SMALL COMPANIES FUND
    Inception 2011

Source: Morningstar

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY

October 23, 2015

TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY

  • Facebook has 1.4 billion monthly active users, equal to China’s population
  • Number of internet users increased tenfold since 1999 to 3 billion plus
  • Internet could create $7 trillion industry by 2020

Watch the related WEALTHTRACK episode.

Back to Top